MUTUAL FUND SNAPSHOT The Easy Way To Find Great Mutual Funds!

EXPENSES

Cost Per $10,000:
3-Year: $275
5-Year: $481
10-Year: $1.1K
Loads and Fees:
Initial: NONE
Deferred: NONE
Redemption: NONE
12b-1: 0%

PERFORMANCE

Avg. Annualized Returns Vs. All Funds
1-Year: 0.58%    
92th
3-Year: 10.71%    
59th
5-Year: 2.65%    
52th
Avg. Annualized Returns Vs. Similar Funds
1-Year: 0.35%    
60th
3-Year: -6.53%    
4th
5-Year: -2.41%    
11th
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MANAGEMENT

Fund Manager:
Name: Tugman
Since: 03/01/2009

PORTFOLIO

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RESOURCES

Contact Info:

n/a
800 525-3713

NTF Availability:

E*Trade
TD Ameritrade
Charles Schwab
Firstrade

Data on this page as of 04/30/2023.

Underlying data by Value Line